I currently work as a Portfolio Manager in the Wealth Management industry. In this capacity, I study and explain asset allocation, investment selection, and risk management to our clients. I am a CFA and CAIA charter holder, passing all 3 CFA levels and 2 CAIA levels on my first attempt. I've gotten to see and apply the CFA concepts in practice, so I understand how important the CFA credential is in the investment management field. In addition, I received my MBA from Indiana University wi... [more]
I have my CFA charter and passed all 3 exams on the first attempt. Additionally, in my role as a Portfolio Manager, I get to apply the CFA concepts in our asset allocation process, investment selection, and risk management.